Annuities Director (New Business) directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Being an Annuities Director (New Business) stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Additionally, Annuities Director (New Business) requires a bachelor's degree. Typically reports to top management. The Annuities Director (New Business) manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Annuities Director (New Business) typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
New Business Coordinator
Job Description
The New Business Coordinator plays an integral role in our Operations Department providing high-level customer service ensuring the accuracy of client applications. Team members will be involved in the entire process once clients sign application. Duties include, but are not limited to:
· Process client applications, transfers, and other required documents
· Resolve any issues with client paperwork
· Work with third-party companies
· Application preparation
Minimum Qualifications
· Extreme attention to detail and follow-through
· Task oriented
· Bachelor’s degree or equivalent experience (in lieu of Bachelor’s degree, must have 4 years’ experience in finance industry)
· Minimum of 2 years of experience in a related field
· Series 65 designation preferred
· Life insurance license preferred (required to obtain license once hired)
· Proficient in Excel, Microsoft Word, Database Management with basic understanding of Windows and Mac IOS.
· Must be available for work full-time hours (Monday-Friday 8:30 am to 5:30 pm, occasional evenings)
This position starts at $50,000/year plus bonuses without Series 65 designation. If Series 65 designation is obtained, the salary will be raised to $60,000/year plus bonuses.
Equal Opportunity Employer M/F/D/V
Work Remotely
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
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Work Location: In person
0 Annuities Director (New Business) jobs found in Provo, UT area